Plan Ledger DOL Form 5500 · updated monthly

Jewish Senior Services401(k)

THE JEWISH HOME RETIREMENT SAVINGS PLAN · BRIDGEPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.51%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Jewish Senior Services reported $154,693 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,193 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.47% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 405th-largest of 1,106 plans among Connecticut employers on file, and the 2,631st of 11,911 in health care & social assistance. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 691 to 800 since 2022.

Plan summary
Net assets, end of year$32,011,547
Participants with balances644
Active participants800
Employer contributions$954,779
Employee contributions$2,002,549
Employer contribution per active participant$1,193
Average account balance$49,707
Benefits paid to participants$2,744,391
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.0M · 644 accts · $955K emplr
2023$28.8M · 640 accts · $892K emplr
2022$25.2M · 631 accts · $628K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,477
Total administrative$154,693
The Jewish Senior Services 401(k) match · 2024
Employer contribution per active participant$1,193
Median for plans this size$2,416
2024$1,193 per active participant
2023$1,135 per active participant
2022$908 per active participant

Jewish Senior Services's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK USA · Recordkeeping$6,720

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$154,693 · 0.51%
2023$122,267 · 0.45%
2022$124,645 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Optimus Health Care, Inc. CT$28.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060846991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.